Dear Valued Investors and Friends,

As spring breathes new life into everything, we at AQS are infusing fresh energy into our investment strategies. We’re excited to share our newest offerings with you, promising a great mix of strong returns and steadiness.

Our Aggressive Equity strategy has been a superstar. To put it in perspective, if you had invested $100,000 in this strategy 18 years ago, it would be a whopping $3 million today. The same investment in the S&P index fund would have grown to $500,000. However, we know that past performance doesn’t guarantee future gains. Thus, it makes sense to spread your money across different strategies, much like not putting all your eggs in one basket. Imagine investing in two, or even three strategies. Even if one strategy succeeds, you’re already ahead. If all three strategies work out, you’re on your way to serious wealth. Given the proven resilience of our strategies, even during shaky times, there’s a good chance you could see some great returns. Plus, if you use these strategies in your tax-friendly Individual Retirement Accounts (IRA), you could reap even more benefits.

While our Aggressive Equity strategy has performed exceptionally well, it’s a bit of a roller coaster ride, which has made some clients nervous, leading them to withdraw at the wrong time. This is because the strategy uses leverage and waits for a longer time between buying and selling, which can make you feel the bumps in the market more intensely. It typically trades about 12 times a year.

We’re thrilled to launch Adaptive Equity, a more active strategy that trades about 40 times a year. Think of it as a more dynamic version of Aggressive Equity. On its own, it has an impressive 18-year track record, delivering an average of 22% per year. When paired with Aggressive Equity, it can help to smooth the ride.

To illustrate how these two strategies can work together, we’ve attached a factsheet (Aggressive + Adaptive) that averages their monthly returns. The numbers tell a compelling story: fewer down years, better overall returns, and a lower maximum drawdown, implying less of a drop from the highest to the lowest point.

We have another game-changer – NexGen Equity. This strategy has been a real profit-generator, yielding a whopping 75% on average for the first three years. Now, we don’t expect it to maintain a 75% return as markets stabilize, but with 32 mathematical formulas under its hood and trading about 85 times a year, it has shown promise. Even though it’s relatively new, it’s built using similar components to our Aggressive Equity strategy and performed remarkably well during the shaky 2020 & 2022 period. This gives us confidence in its future.

To enhance your investment journey, we’ve put together blends of carefully selected unrelated strategies designed to perform well in all market conditions. One such mix, Alpha Opportunity, trades about 150 times a year and is perfect for those who prefer investing in just one strategy. It aims for steady returns, targeting about 20% per year. Our deep-dive research suggests this could be a real winner.

To sum it up, we’ve got three separate investment options and one blended one for you. Like we’ve said before, we strongly recommend spreading your investments across at least two strategies, unless you choose a blended product. We’re also lowering the minimum investment from $500,000 to $200,000 to allow more investors to participate and diversify more easily. If you’re already a client, you’ll enjoy even more flexibility with minimums.

Please take a look at the attached factsheets to get the full picture of what we’re offering. The ones with watermarks are still being checked for compliance and will be updated as needed. We wanted to get this info out to you so we can talk it over. Feel free to get in touch if you have any questions.